When making an estate plan, it is important to ensure that everything is done in accordance with the law. An effective estate plan will help ensure that your assets are managed efficiently and according to your wishes. Skilled Lakeport CA estate planning lawyers can help you develop an estate plan that is specific to your needs.
Because each situation is unique, an estate plan should be individualized to meet your situation and goals. After identifying what you want to occur with your estate, a Lakeport city attorney can provide legal advice about what tools can be utilized. Some examples may include:

  • • Last will and testament
  • • Codicils to existing wills
  • • Trusts (inter vivos, irrevocable, testamentary, special needs, etc)
  • • Powers of attorney
  • • Living wills and durable healthcare powers of attorney
  • • Gifts

Why should you consult with an attorney for your estate plan?
An experienced estate planning attorney will help you understand what options are available to accomplish your estate planning goals. For each option, an attorney will be able to explain the benefits and potential issues, which will allow you to make informed decisions about how to proceed.
Once you have decided how you want to proceed, an attorney can help prepare the necessary documents and pursue the procedures needed to give effect to your plan. By working with an attorney, you will better ensure that everything is done correctly and in compliance with the law to avoid any complications later. You will ultimately have greater peace of mind knowing that your assets are protected and will be managed according to your wishes.

When choosing an estate planning attorney, it is important to find someone who is experienced and understands the law. Dennis Fordham is a skilled estate planning attorney in Lakeport CA, and has the experienced and knowledge to help you develop a comprehensive estate plan that best suits your situation. Contact us to learn how we can help.